tjwolf

First a bit about the article's inconsistency in reporting earnings: the article says that Apple had $83.4 billion in earnings - note the digit after the decimal point - and then says that analysts were expecting $85 billion - no decimal point.  Analyst expectations were for $84.8 billion.  So, whether intentional or not, your reporting psychologically paints a more dire picture.  I know it sounds like I'm being picky - but why do you think prices of goods always end in $X.99 - because psychologically it makes a difference. 

EPS, by the way, came in right on the money at $1.24.

I saw this 4% drop as an opportunity to buy.  The earnings call was actually all positive - record Mac sales increases of 15% (in a slowing PC industry no less), record installed base and improved sales in all geographies, including its largest foreign market,  China.

The only worry for Apple, are the increasing noises from government for increased regulation of Apple.  In the earnings call, one analyst actually asked about it: the analyst said that in China they did a study and an overwhelming number of respondents said they don't want third-party App Stores - that they appreciated the security offered by going through Apple for everything.  How does Apple balance the apparent happiness of its customers with the way things are and governments' increasing pressure for Apple to open up?  Tim Cook simply said that they'll continue to explain to authorities the benefits of their model.

ravnorodom said:

China is dying to get any confidential data from TSMC for chip fabrication. They must’ve brided those employees. 

TSMC is in Taiwan, not China, so any 'bribing' going on could be just as much Qualcomm, Intel, etc. as China - they're falling behind Apple just as much as China may want to catch up LOL.   AFAIK, these leakers are mostly guilty of leaking features/benchmarks before the next iPhone goes on sale, stealing Apple's thunder.

A couple questions to the author: what the heck is an 'AR Headset' anyway?  And why do you insist on showing what is obviously a VR headset?  With an opaque front, there's obviously no way to let in the 'R' that is supposed to be augmented.  So  if it uses sensors or cameras to pull in 'R'eality and then re-constitute it for the wearer, it becomes 'Virtual'.

longpath said:

It seems to me that Apple focused on a more power efficient cpu for this time around, as increased battery life was stressed.

Could be - or the increased battery life could simply be due to the bigger battery LOL.

Just to clarify: does this mean the user can have up to 3 numbers on iPhone 13 - one through a physical SIM plus two eSIMs?